UNION SAVINGS BANK
Institutional InvestorSimilar funds →SEC EDGAR: CIK 1985855
Institutional-grade research for retail investors
13F Reported Value
ⓘ$228.1M
Holdings
320
Latest Filing
2026-03-31
Filing Quarter
Q1 2026
Portfolio Overview
UNION SAVINGS BANK disclosed 320 positions worth $228.1M in its Form 13F-HR for Q1 2026, led by $IVZ (Invesco Ltd.) at 16.1% of the equity portfolio, followed by $BRK.A. During the quarter the fund opened 8 new positions and exited 9 — including a new stake in $CEG. The portfolio is most concentrated in Other (32.2% of disclosed assets). All figures are sourced directly from UNION SAVINGS BANK’s Form 13F-HR filing with the SEC under CIK 1985855.
AI Fund Analysis
Diversifying
$IVZ16.1% weight
Held 5 quarters
$BRK-A10.1% weight
Held 5 quarters
ISHARES CORE S&P MID-CAP E
6.2% weight
Held 5 quarters
$SPY5.4% weight
Held 5 quarters
ISHARES RUSSELL 2000 INDEX
2.7% weight
Held 5 quarters
ETF ISHS INTER GOVT CR BD
5 quarters accumulating
$QQQ5 quarters accumulating
$GEV4 quarters accumulating
$TMO4 quarters accumulating
ISHARES CORE S&P MID-CAP E
2 quarters accumulating
Sector Allocation
OtherFinancialsTechnologyHealthcareConsumer DiscretionaryIndustrials
AUM History
Top Equity Holdings by Value
Quarterly Activity — Q1 2026
Click any card to unlockTop Holdings
AI Quality Scored
- —
Quality
$36.7M488,164 sh - 64.5#634
Quality
$23.0M32 sh ISHARES CORE S&P MID-CAP ETF
—Quality
$14.1M208,600 sh- —
Quality
$12.4M19,002 sh ISHARES RUSSELL 2000 INDEX
—Quality
$6.1M24,490 sh- 83.7
Quality
$6.0M16,320 sh VANGUARD HIGH DIVIDEND YIELD ETF
—Quality
$5.8M39,294 sh- 76.1
Quality
$5.3M20,981 sh - 61.8
Quality
$5.1M30,132 sh ETF ISHS INTER GOVT CR BD
—Quality
$4.4M41,311 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
| Invesco Ltd.$IVZ | — | $36.7M | 488,164 |
 BERKSHIRE HATHAWAY INC$BRK.A | 64.5#634 | $23.0M | 32 |
| ISHARES CORE S&P MID-CAP ETF | — | $14.1M | 208,600 |
| SPDR S&P 500 ETF TRUST$SPY | — | $12.4M | 19,002 |
| ISHARES RUSSELL 2000 INDEX | — | $6.1M | 24,490 |
 MICROSOFT CORP$MSFT | 83.7 | $6.0M | 16,320 |
| VANGUARD HIGH DIVIDEND YIELD ETF | — | $5.8M | 39,294 |
 Apple Inc.$AAPL | 76.1 | $5.3M | 20,981 |
 EXXON MOBIL CORP$XOM | 61.8 | $5.1M | 30,132 |
| ETF ISHS INTER GOVT CR BD | — | $4.4M | 41,311 |
Unlock AI quality scores for every holding
32-signal composite ranking on each of UNION SAVINGS BANK's 320 positions.
Showing top 10 of 320 holdings.
Sector Allocation
Other
$73.5M
Financials
$72.5M
Technology
$30.5M
Healthcare
$11.2M
Consumer Discretionary
$11.0M
Industrials
$9.8M
Energy
$8.5M
Consumer Staples
$4.7M
Full Holdings — UNION SAVINGS BANK (Q1 2026)
All 320 disclosed positions from the latest Form 13F-HR, with quarter-over-quarter share changes and 13F Pro quality scores. Sourced from SEC EDGAR.
| # | Ticker | Company | Value | Weight | QoQ | Quality |
|---|---|---|---|---|---|---|
| 1 | $IVZ | Invesco Ltd. | $36.7M | 16.1% | NEW | — |
| 2 | $BRK.A | BERKSHIRE HATHAWAY INC | $23.0M | 10.1% | +0% | 64.5 |
| 3 | — | ISHARES CORE S&P MID-CAP ETF | $14.1M | 6.2% | +30% | — |
| 4 | $SPY | SPDR S&P 500 ETF TRUST | $12.4M | 5.4% | +2554% | — |
| 5 | — | ISHARES RUSSELL 2000 INDEX | $6.1M | 2.7% | NEW | — |
| 6 | $MSFT | MICROSOFT CORP | $6.0M | 2.6% | +1181% | 83.7 |
| 7 | — | VANGUARD HIGH DIVIDEND YIELD ETF | $5.8M | 2.5% | NEW | — |
| 8 | $AAPL | Apple Inc. | $5.3M | 2.3% | +1624% | 76.1 |
| 9 | $XOM | EXXON MOBIL CORP | $5.1M | 2.2% | +1461% | 61.8 |
| 10 | — | ETF ISHS INTER GOVT CR BD | $4.4M | 1.9% | +8% | — |
| 11 |  $GOOG | Alphabet Inc. | $4.2M | 1.8% | +5964% | 80.2 |
| 12 |  $MDY | SPDR S&P MIDCAP 400 ETF TRUST | $4.0M | 1.7% | NEW | — |
| 13 |  $JPM | JPMORGAN CHASE & CO | $3.1M | 1.4% | +529% | 35.6 |
| 14 | — | ISHARES CORE S&P SMALL-CAP ETF | $3.1M | 1.3% | +3% | — |
| 15 |  $NVDA | NVIDIA CORP | $3.0M | 1.3% | NEW | 90.2 |
| 16 |  $COST | COSTCO WHOLESALE CORP /NEW | $2.3M | 1.0% | +807% | 67 |
| 17 |  $AMZN | AMAZON COM INC | $2.3M | 1.0% | +2076% | 74.6 |
| 18 | $QQQ | INVESCO QQQ TRUST, SERIES 1 | $2.2M | 1.0% | +3% | — |
| 19 |  $IDXX | IDEXX LABORATORIES INC /DE | $2.0M | 0.9% | +0% | 73.6 |
| 20 | — | VANGUARD INFORMATION TECHNOLOGY VIPERS | $1.9M | 0.8% | +0% | — |
| 21 | — | SPDR S&P DIVIDEND ETF | $1.8M | 0.8% | +0% | — |
| 22 |  $TJX | TJX COMPANIES INC /DE/ | $1.7M | 0.8% | -0% | 70.7 |
| 23 | — | ISHARES SELECT DIVIDEND ETF | $1.7M | 0.8% | +8537% | — |
| 24 |  $MA | Mastercard Inc | $1.7M | 0.8% | +1622% | 81.7 |
| 25 |  $LLY | ELI LILLY & Co | $1.5M | 0.7% | +211% | 89.3 |
| 26 |  $PG | PROCTER & GAMBLE Co | $1.5M | 0.7% | +842% | 72.9 |
| 27 |  $CVX | CHEVRON CORP | $1.4M | 0.6% | -0% | 54.7 |
| 28 |  $AVGO | Broadcom Inc. | $1.3M | 0.6% | NEW | 86.4 |
| 29 |  $JNJ | JOHNSON & JOHNSON | $1.3M | 0.6% | +2964% | 72.8 |
| 30 |  $NSC | NORFOLK SOUTHERN CORP | $1.3M | 0.6% | +783% | 70.8 |
| 31 |  $MCD | MCDONALDS CORP | $1.2M | 0.5% | +551% | 73.9 |
| 32 |  $META | Meta Platforms, Inc. | $1.2M | 0.5% | +1282% | 80.9 |
| 33 |  $RTX | RTX Corp | $1.2M | 0.5% | +508% | 70 |
| 34 | — | ISHARES S&P GROWTH INDEX FUND | $1.2M | 0.5% | -0% | — |
| 35 | — | VANGUARD FTSE ALL WORLD EX US ETF | $1.1M | 0.5% | +676% | — |
| 36 |  $ADP | AUTOMATIC DATA PROCESSING INC | $1.1M | 0.5% | +445% | 77.9 |
| 37 |  $PEP | PEPSICO INC | $1.1M | 0.5% | +606% | 62.7 |
| 38 | — | ETF VANGUARD DIVIDEND APPRECIATION | $1.1M | 0.5% | -3% | — |
| 39 |  $ENB | ENBRIDGE INC | $1.1M | 0.5% | +186% | — |
| 40 |  $CAT | CATERPILLAR INC | $1.1M | 0.5% | +1491% | 67.8 |
| 41 |  $SYK | STRYKER CORP | $1.1M | 0.5% | -1% | 69.8 |
| 42 |  $HD | HOME DEPOT, INC. | $1.1M | 0.5% | +229% | 69.2 |
| 43 |  $ABBV | AbbVie Inc. | $1.0M | 0.5% | +278% | 59.3 |
| 44 |  $BX | Blackstone Inc. | $1.0M | 0.4% | NEW | 68 |
| 45 |  $TRV | TRAVELERS COMPANIES, INC. | $980,874 | 0.4% | +417% | 71.5 |
| 46 |  $ORCL | ORACLE CORP | $970,464 | 0.4% | +1785% | 67.2 |
| 47 |  $LMT | LOCKHEED MARTIN CORP | $937,982 | 0.4% | +1452% | 65 |
| 48 | — | I SHS RUSSELL 1000 GROWTH INDEX G | $888,592 | 0.4% | -5% | — |
| 49 | — | ISHARES SHORT-TERM CORP BOND | $876,324 | 0.4% | NEW | — |
| 50 |  $ABT | ABBOTT LABORATORIES | $875,559 | 0.4% | +536% | 67 |
| 51 | — | VANGUARD TOTAL STOCK MARKET INDEX | $873,532 | 0.4% | -9% | — |
| 52 | — | FINANCIAL SELECT SECTOR SPDRETF | $870,509 | 0.4% | +3107% | — |
| 53 |  $ES | EVERSOURCE ENERGY | $865,722 | 0.4% | +0% | 67 |
| 54 |  $GE | GENERAL ELECTRIC CO | $822,036 | 0.4% | +0% | 74.8 |
| 55 |  $HON | HONEYWELL INTERNATIONAL INC | $809,409 | 0.3% | +0% | 65.7 |
| 56 |  $GOOGL | Alphabet Inc. | $754,413 | 0.3% | +996% | 80.2 |
| 57 |  $TSLA | Tesla, Inc. | $753,536 | 0.3% | +0% | 50.1 |
| 58 |  $AXP | AMERICAN EXPRESS CO | $751,325 | 0.3% | -1% | 73.2 |
| 59 | $GEV | GE Vernova Inc. | $745,440 | 0.3% | +3% | 70.1 |
| 60 |  $CASY | CASEYS GENERAL STORES INC | $742,391 | 0.3% | +5268% | 59.9 |
| 61 | — | VANGUARD ENERGY ETF | $731,780 | 0.3% | +0% | — |
| 62 | $TMO | THERMO FISHER SCIENTIFIC INC. | $730,381 | 0.3% | +1% | 63.7 |
| 63 |  $AMAT | APPLIED MATERIALS INC /DE | $692,785 | 0.3% | +0% | 74.8 |
| 64 |  $CSCO | CISCO SYSTEMS, INC. | $637,083 | 0.3% | -8% | 72.3 |
| 65 | — | ISHARES CORE S&P 500 ETF | $636,219 | 0.3% | +5% | — |
| 66 |  $GLD | SPDR GOLD TRUST | $615,300 | 0.3% | +0% | — |
| 67 |  $BRK.B | BERKSHIRE HATHAWAY INC | $595,641 | 0.3% | +0% | 64.5 |
| 68 |  $SO | SOUTHERN CO | $589,148 | 0.3% | +2443% | 65.1 |
| 69 |  $MRK | Merck & Co., Inc. | $581,350 | 0.3% | +2169% | 70.9 |
| 70 |  $BMY | BRISTOL MYERS SQUIBB CO | $579,203 | 0.3% | +646% | 70.1 |
| 71 |  $KO | COCA COLA CO | $578,661 | 0.3% | +2944% | 74 |
| 72 |  $LIN | LINDE PLC | $560,688 | 0.3% | +1031% | — |
| 73 |  $MDLZ | Mondelez International, Inc. | $556,624 | 0.2% | +305% | 53.9 |
| 74 | — | VANGUARD MEGA CAP INDEX FUNDETF | $549,986 | 0.2% | +0% | — |
| 75 | — | ISHARES RUSSELL MIDCAP INDEX FUND | $549,057 | 0.2% | +0% | — |
| 76 |  $LOW | LOWES COMPANIES INC | $518,863 | 0.2% | +0% | 63.5 |
| 77 |  $IBM | INTERNATIONAL BUSINESS MACHINES CORP | $508,769 | 0.2% | +133% | 66.7 |
| 78 |  $UNP | UNION PACIFIC CORP | $508,269 | 0.2% | +948% | 74 |
| 79 |  $ACN | Accenture plc | $494,127 | 0.2% | +162% | — |
| 80 |  $EOG | EOG RESOURCES INC | $488,200 | 0.2% | +9% | 71.1 |
| 81 |  $NEE | NEXTERA ENERGY INC | $480,558 | 0.2% | +22% | 71.7 |
| 82 |  $BAC | BANK OF AMERICA CORP /DE/ | $479,307 | 0.2% | -5% | 68.4 |
| 83 |  $DHR | DANAHER CORP /DE/ | $475,516 | 0.2% | +1829% | 63.9 |
| 84 |  $PANW | Palo Alto Networks Inc | $460,905 | 0.2% | +34% | 66.5 |
| 85 | — | I SHS RUSSELL 1000 | $450,321 | 0.2% | +0% | — |
| 86 |  $AMGN | AMGEN INC | $448,944 | 0.2% | +0% | 79.5 |
| 87 |  $BLK | BlackRock, Inc. | $434,685 | 0.2% | +6% | 70.3 |
| 88 |  $AMT | AMERICAN TOWER CORP /MA/ | $429,199 | 0.2% | -4% | 69.8 |
| 89 | — | ISHARES S&P VALUE INDEX FUND | $388,091 | 0.2% | +0% | — |
| 90 |  $MMM | 3M CO | $376,429 | 0.2% | +180% | 60.7 |
| 91 |  $CME | CME GROUP INC. | $375,364 | 0.2% | -8% | 74.5 |
| 92 |  $T | AT&T INC. | $370,476 | 0.2% | +752% | 71.9 |
| 93 |  $DUK | Duke Energy CORP | $367,016 | 0.2% | +211% | 64 |
| 94 | — | ISHARES CORE TOTAL U S BOND MARKET ETF | $344,061 | 0.1% | +0% | — |
| 95 |  $PFE | PFIZER INC | $333,302 | 0.1% | +0% | 69 |
| 96 |  $MCK | MCKESSON CORP | $331,428 | 0.1% | +283% | 63.7 |
| 97 | — | SELECT SECTOR SPDR - UTILITIES | $330,515 | 0.1% | +0% | — |
| 98 |  $CMI | CUMMINS INC | $315,276 | 0.1% | -5% | 58.9 |
| 99 |  $ISRG | INTUITIVE SURGICAL INC | $313,453 | 0.1% | +471% | 81.4 |
| 100 |  $MCHP | MICROCHIP TECHNOLOGY INC | $307,597 | 0.1% | +133% | 40 |
| 101 |  $INTU | INTUIT INC. | $304,827 | 0.1% | +0% | 82 |
| 102 | — | ISHARES CALIFORNIA MUNI BONDETF | $300,163 | 0.1% | +222% | — |
| 103 |  $NFLX | NETFLIX INC | $298,064 | 0.1% | +55% | 86.7 |
| 104 |  $EMR | EMERSON ELECTRIC CO | $297,674 | 0.1% | +62% | 65.9 |
| 105 |  $DE | DEERE & CO | $291,782 | 0.1% | +332% | 57.4 |
| 106 | — | ISHARES RUSSELL MIDCAP VALUE INDEX FUND | $290,019 | 0.1% | +0% | — |
| 107 |  $TSCO | TRACTOR SUPPLY CO /DE/ | $288,251 | 0.1% | +18% | 60.7 |
| 108 |  $VZ | VERIZON COMMUNICATIONS INC | $284,379 | 0.1% | +254% | 71.6 |
| 109 |  $LRCX | LAM RESEARCH CORP | $278,181 | 0.1% | -3% | 82.4 |
| 110 |  $KMB | KIMBERLY CLARK CORP | $276,674 | 0.1% | -2% | 61.7 |
| 111 | — | ISHARES RUSSELL 2000 VALUE INDEX FUND | $273,005 | 0.1% | +0% | — |
| 112 |  $ORLY | O REILLY AUTOMOTIVE INC | $268,621 | 0.1% | +0% | 72.7 |
| 113 |  $NBTB | NBT BANCORP INC | $267,423 | 0.1% | -15% | 34.6 |
| 114 | — | ISHARES MSCI EMERGING MKTS INDEX | $261,743 | 0.1% | +4419% | — |
| 115 |  $NVS | NOVARTIS AG | $258,297 | 0.1% | +99% | — |
| 116 |  $PH | Parker-Hannifin Corp | $250,664 | 0.1% | +0% | 73.8 |
| 117 |  $V | VISA INC. | $248,431 | 0.1% | +0% | 83.5 |
| 118 | — | ISHARES S&P NATL MUNI BOND FUND | $243,824 | 0.1% | +423% | — |
| 119 |  $AWK | American Water Works Company, Inc. | $242,368 | 0.1% | -42% | 61.7 |
| 120 |  $MO | ALTRIA GROUP, INC. | $240,001 | 0.1% | +420% | 72.1 |
| 121 | — | ISHS BARCLAYS INTERMEDIATE TERM CREDIT BOND FD | $227,194 | 0.1% | +0% | — |
| 122 | — | VANGUARD INDEX FUNDS S&P 500 ETF | $216,308 | 0.1% | +0% | — |
| 123 | — | ISHARES HI YIELD CORPORATE BOND | $214,569 | 0.1% | +0% | — |
| 124 |  $C | CITIGROUP INC | $211,735 | 0.1% | +367% | 54.8 |
| 125 | — | VANGUARD EXTENDED MARKET ETF | $203,534 | 0.1% | +0% | — |
| 126 | — | NASDAQ BIOTECHNOLOGY I SHARES | $202,617 | 0.1% | +60% | — |
| 127 |  $PLAB | PHOTRONICS INC | $202,000 | 0.1% | +0% | 51.1 |
| 128 |  $ICE | Intercontinental Exchange, Inc. | $197,541 | 0.1% | +214% | 73.8 |
| 129 |  $AFL | AFLAC INC | $186,396 | 0.1% | +466% | 60.3 |
| 130 |  $IAU | ISHARES GOLD TRUST | $185,643 | 0.1% | +0% | — |
| 131 |  $COP | CONOCOPHILLIPS | $180,576 | 0.1% | +321% | 74.8 |
| 132 |  $DIS | Walt Disney Co | $177,434 | 0.1% | +309% | 68.9 |
| 133 | — | VANGUARD DEVELOPED MARKETS ETF | $172,246 | 0.1% | +0% | — |
| 134 |  $NUE | NUCOR CORP | $168,253 | 0.1% | +0% | 58.9 |
| 135 |  $CVS | CVS HEALTH Corp | $166,092 | 0.1% | +0% | 51.3 |
| 136 |  $UNH | UNITEDHEALTH GROUP INC | $164,240 | 0.1% | +35% | 66.8 |
| 137 |  $SBUX | STARBUCKS CORP | $163,679 | 0.1% | +0% | 54.6 |
| 138 |  $SU | SUNCOR ENERGY INC | $163,622 | 0.1% | +0% | — |
| 139 |  $MUFG | MITSUBISHI UFJ FINANCIAL GROUP INC | $163,232 | 0.1% | -2% | — |
| 140 |  $MET | METLIFE INC | $162,583 | 0.1% | +0% | 73.9 |
| 141 |  $CBRE | CBRE GROUP, INC. | $160,240 | 0.1% | +10% | 62.9 |
| 142 |  $CSX | CSX CORP | $155,952 | 0.1% | +0% | 66.4 |
| 143 | — | ETF VANGUARD BOND INDEX | $153,002 | 0.1% | +0% | — |
| 144 |  $PM | Philip Morris International Inc. | $152,276 | 0.1% | +221% | 80.5 |
| 145 | — | ISHARES RUSSELL 1000 VALUE INDEX | $151,277 | 0.1% | +0% | — |
| 146 |  $FDX | FEDEX CORP | $150,303 | 0.1% | +322% | 60.3 |
| 147 | — | ISHARES SHORT-TERM CALIFORNIA MUNI ACTIVE ETF | $148,969 | 0.1% | +223% | — |
| 148 |  $TGT | TARGET CORP | $145,558 | 0.1% | +300% | 53.1 |
| 149 |  $ETN | Eaton Corp plc | $144,136 | 0.1% | +0% | — |
| 150 | — | ISHARES RUSSELL 2000 GROWTH INDEX FUND | $141,521 | 0.1% | +0% | — |
| 151 | — | VANGUARD GROWTH ETF | $138,021 | 0.1% | +0% | — |
| 152 | — | ISHARES MSCI EAFE INDEX | $136,660 | 0.1% | +303% | — |
| 153 |  $ADBE | ADOBE INC. | $136,366 | 0.1% | -30% | 80.4 |
| 154 | — | SELECT SECTOR SPDR TR SBI HEALTHCARE | $132,241 | 0.1% | +0% | — |
| 155 |  $GSK | GSK plc | $130,662 | 0.1% | -17% | — |
| 156 |  $CHD | CHURCH & DWIGHT CO INC /DE/ | $130,648 | 0.1% | +0% | 65.3 |
| 157 |  $UPS | UNITED PARCEL SERVICE INC | $129,269 | 0.1% | +163% | 58.2 |
| 158 |  $GD | GENERAL DYNAMICS CORP | $126,985 | 0.1% | +0% | 73 |
| 159 |  $NXPI | NXP Semiconductors N.V. | $126,974 | 0.1% | +0% | — |
| 160 |  $WMT | Walmart Inc. | $120,923 | 0.1% | +71% | 63.2 |
| 161 |  $SLV | iShares Silver Trust | $119,976 | 0.1% | +0% | — |
| 162 | — | ISHARES EDGE MSCI US QULTY FACT ETF | $111,825 | 0.1% | +0% | — |
| 163 |  $CB | Chubb Ltd | $109,508 | 0.1% | +0% | — |
| 164 | — | SPDR DOW JONES INDL AVERAGE ETR TR | $109,312 | 0.1% | +0% | — |
| 165 | — | ISHARES S&P US PREFERRED STOCK INDEX FUND | $107,265 | 0.1% | +0% | — |
| 166 |  $IDA | IDACORP INC | $107,227 | 0.1% | +0% | 62.6 |
| 167 |  $TFC | TRUIST FINANCIAL CORP | $106,143 | 0.1% | +103% | — |
| 168 |  $D | DOMINION ENERGY, INC | $103,776 | 0.1% | +460% | 74.9 |
| 169 |  $WFC | WELLS FARGO & COMPANY/MN | $102,933 | 0.1% | +304% | — |
| 170 |  $ED | CONSOLIDATED EDISON INC | $102,653 | 0.0% | +0% | 71.6 |
| 171 | — | ISHARES RUSSELL MIDCAP GROWTH INDEX FUND | $101,852 | 0.0% | +0% | — |
| 172 | — | VANGUARD COMMUNICATION SERVICES ETF | $101,608 | 0.0% | -6% | — |
| 173 | — | SELECT SECTOR SPDR TR SBI MATERIALS | $99,939 | 0.0% | +0% | — |
| 174 |  $PEG | PUBLIC SERVICE ENTERPRISE GROUP INC | $99,568 | 0.0% | +0% | 74.6 |
| 175 |  $MRSH | MARSH & MCLENNAN COMPANIES, INC. | $98,690 | 0.0% | +0% | 71.5 |
| 176 |  $PAYX | PAYCHEX INC | $96,631 | 0.0% | -7% | 75.1 |
| 177 |  $FISV | FISERV INC | $94,843 | 0.0% | +0% | 67.4 |
| 178 |  $SHEL | Shell plc | $93,372 | 0.0% | -20% | — |
| 179 |  $GS | GOLDMAN SACHS GROUP INC | $92,210 | 0.0% | +0% | — |
| 180 |  $EQIX | EQUINIX INC | $91,161 | 0.0% | +0% | 61.4 |
| 181 |  $MU | MICRON TECHNOLOGY INC | $87,835 | 0.0% | +0% | 88.4 |
| 182 |  $WBS | WEBSTER FINANCIAL CORP | $87,330 | 0.0% | +0% | 60.2 |
| 183 |  $TDG | TransDigm Group INC | $86,922 | 0.0% | +0% | 75.4 |
| 184 | — | ISHARES ESG AWARE MSCI USA SMALL-CAP ETF | $85,901 | 0.0% | +0% | — |
| 185 |  $CLX | CLOROX CO /DE/ | $85,390 | 0.0% | +0% | 63.5 |
| 186 | — | SPDR CONSUMER DISCRETIONARY | $85,221 | 0.0% | +0% | — |
| 187 |  $TXN | TEXAS INSTRUMENTS INC | $84,450 | 0.0% | +0% | 70.4 |
| 188 |  $MS | MORGAN STANLEY | $82,119 | 0.0% | +0% | — |
| 189 |  $ADI | ANALOG DEVICES INC | $80,167 | 0.0% | +0% | 76.2 |
| 190 |  $GIS | GENERAL MILLS INC | $79,092 | 0.0% | +963% | 64.1 |
| 191 | — | VANGUARD S&P 500 GROWTH | $77,460 | 0.0% | +0% | — |
| 192 | — | SPDR BARCLAYS CAP CONV SEC | $69,921 | 0.0% | +0% | — |
| 193 | — | ISHARES EDGE MSCI MIN VOL USA ETF | $68,627 | 0.0% | +0% | — |
| 194 |  $NKE | NIKE, Inc. | $68,544 | 0.0% | +333% | 53.4 |
| 195 | — | SELECT SECTOR SPDR TR SBI INT-INDS | $67,764 | 0.0% | +0% | — |
| 196 |  $CCZ | COMCAST CORP | $66,008 | 0.0% | +196% | 70.4 |
| 197 | — | VANGUARD ESG U.S. STOCK ETF | $65,790 | 0.0% | +0% | — |
| 198 | — | ISHARES CORE MSCI EAFE ETF | $65,091 | 0.0% | +0% | — |
| 199 |  $CARR | CARRIER GLOBAL Corp | $63,292 | 0.0% | +0% | 61.5 |
| 200 | — | ISHARES IBOXX $ INV GRADE CORP BOND ETF | $62,013 | 0.0% | +0% | — |
| 201 |  $BDX | BECTON DICKINSON & CO | $61,947 | 0.0% | +0% | 50.7 |
| 202 |  $ESE | ESCO TECHNOLOGIES INC | $59,648 | 0.0% | +0% | 63 |
| 203 | — | ISHARES INC CORE MSCI EMERGING MKTS ETF | $59,217 | 0.0% | +0% | — |
| 204 |  $CEG | Constellation Energy Corp | $59,199 | 0.0% | NEW | 62.5 |
| 205 |  $AMD | ADVANCED MICRO DEVICES INC | $56,553 | 0.0% | +178% | 78.8 |
| 206 | — | VANECK VEC RETAIL ETF | $50,178 | 0.0% | +0% | — |
| 207 |  $NVO | NOVO NORDISK A S | $46,010 | 0.0% | +1291% | — |
| 208 | — | ISHS BARCLAYS 1-3 YR TREAS BD FD | $44,912 | 0.0% | +0% | — |
| 209 |  $MTN | VAIL RESORTS INC | $44,912 | 0.0% | +0% | 65 |
| 210 |  $PNC | PNC FINANCIAL SERVICES GROUP, INC. | $44,115 | 0.0% | +0% | 70.9 |
| 211 | $IVZ | Invesco Ltd. | $42,508 | 0.0% | +0% | — |
| 212 |  $WM | WASTE MANAGEMENT INC | $40,213 | 0.0% | +0% | 70.7 |
| 213 |  $ITW | ILLINOIS TOOL WORKS INC | $39,042 | 0.0% | +0% | 71.2 |
| 214 | $WFC | WELLS FARGO & COMPANY/MN | $36,960 | 0.0% | +60% | — |
| 215 |  $GILD | GILEAD SCIENCES, INC. | $35,956 | 0.0% | +0% | 77.8 |
| 216 |  $ETR | ENTERGY CORP /DE/ | $33,483 | 0.0% | +0% | 65.1 |
| 217 |  $CRM | Salesforce, Inc. | $33,226 | 0.0% | +48% | 75.2 |
| 218 |  $CRWD | CrowdStrike Holdings, Inc. | $31,621 | 0.0% | +0% | 55 |
| 219 |  $PFH | PRUDENTIAL FINANCIAL INC | $30,479 | 0.0% | +0% | 58.6 |
| 220 |  $AEP | AMERICAN ELECTRIC POWER CO INC | $30,148 | 0.0% | +0% | 75.4 |
| 221 |  $HPE | Hewlett Packard Enterprise Co | $30,059 | 0.0% | +0% | 52.5 |
| 222 |  $ECL | ECOLAB INC. | $30,059 | 0.0% | +0% | 64.3 |
| 223 |  $DRI | DARDEN RESTAURANTS INC | $29,406 | 0.0% | +0% | 68.6 |
| 224 | — | SCHWAB US DIVIDEND EQUITY | $29,053 | 0.0% | NEW | — |
| 225 | — | TECHNOLOGY SELECT SECTOR SPDR ETF | $28,706 | 0.0% | +0% | — |
| 226 |  $MKC | MCCORMICK & CO INC | $26,627 | 0.0% | +0% | 73.7 |
| 227 |  $GRMN | GARMIN LTD | $25,521 | 0.0% | +0% | — |
| 228 |  $COF | CAPITAL ONE FINANCIAL CORP | $24,810 | 0.0% | NEW | 71 |
| 229 |  $HPQ | HP INC | $24,249 | 0.0% | +0% | 58.9 |
| 230 |  $DD | DuPont de Nemours, Inc. | $23,397 | 0.0% | +2455% | 31.1 |
| 231 | — | ISHS TR S&P MDCP 400 VALUE ETF | $23,320 | 0.0% | +0% | — |
| 232 |  $RF | REGIONS FINANCIAL CORP | $22,428 | 0.0% | +0% | — |
| 233 |  $AEE | AMEREN CORP | $21,984 | 0.0% | +0% | 63.5 |
| 234 |  $TTE | TotalEnergies SE | $20,288 | 0.0% | +0% | — |
| 235 |  $JCI | Johnson Controls International plc | $18,987 | 0.0% | +0% | — |
| 236 |  $FAST | FASTENAL CO | $18,560 | 0.0% | +0% | 73.5 |
| 237 |  $WAT | WATERS CORP /DE/ | $18,164 | 0.0% | +510% | 69.9 |
| 238 |  $WMB | WILLIAMS COMPANIES, INC. | $18,122 | 0.0% | +0% | 72.8 |
| 239 |  $TROW | PRICE T ROWE GROUP INC | $18,028 | 0.0% | +0% | 75.8 |
| 240 |  $AMX | AMERICA MOVIL SAB DE CV/ | $17,829 | 0.0% | +0% | — |
| 241 |  $MDT | Medtronic plc | $17,676 | 0.0% | +0% | — |
| 242 |  $GEHC | GE HealthCare Technologies Inc. | $17,580 | 0.0% | +0% | 58.2 |
| 243 |  $PFG | PRINCIPAL FINANCIAL GROUP INC | $17,571 | 0.0% | +0% | 50.6 |
| 244 |  $MAS | MASCO CORP /DE/ | $16,599 | 0.0% | +0% | 59.9 |
| 245 | — | VANGUARD SMALL CAP | $16,293 | 0.0% | +0% | — |
| 246 |  $UBS | UBS Group AG | $16,014 | 0.0% | +0% | — |
| 247 |  $CTVA | Corteva, Inc. | $15,904 | 0.0% | +0% | 48.4 |
| 248 |  $CL | COLGATE PALMOLIVE CO | $14,827 | 0.0% | +0% | 72.4 |
| 249 | — | VANGUARD REIT | $14,635 | 0.0% | +0% | — |
| 250 |  $PLTR | Palantir Technologies Inc. | $14,628 | 0.0% | NEW | 85.8 |
| 251 |  $MFC | MANULIFE FINANCIAL CORP | $13,427 | 0.0% | +0% | — |
| 252 |  $HLN | Haleon plc | $13,343 | 0.0% | +0% | — |
| 253 | — | PACER DATA AND DIGITAL REVOLUTION | $12,883 | 0.0% | +42% | — |
| 254 |  $DOW | DOW INC. | $12,619 | 0.0% | +0% | 38 |
| 255 | — | ISHARES GLOBAL COMMUNICATION SERVICES ETF | $12,060 | 0.0% | +44% | — |
| 256 | — | COMMUNICATION SERVICES SELECT SECTOR SPDR FUND | $11,861 | 0.0% | +43% | — |
| 257 |  $ROST | ROSS STORES, INC. | $11,048 | 0.0% | +0% | 71.5 |
| 258 |  $ACGL | ARCH CAPITAL GROUP LTD. | $10,462 | 0.0% | +0% | — |
| 259 |  $MKSI | MKS INC | $9,881 | 0.0% | +0% | 59.8 |
| 260 |  $APH | AMPHENOL CORP /DE/ | $9,855 | 0.0% | +0% | 80.5 |
| 261 |  $MAR | MARRIOTT INTERNATIONAL INC /MD/ | $9,812 | 0.0% | +0% | 65.9 |
| 262 | — | ARK INNOVATION ETF | $9,732 | 0.0% | +0% | — |
| 263 |  $STT | STATE STREET CORP | $9,492 | 0.0% | +0% | 61.5 |
| 264 |  $APD | Air Products & Chemicals, Inc. | $8,423 | 0.0% | +0% | 41.2 |
| 265 |  $BKNG | Booking Holdings Inc. | $8,420 | 0.0% | +0% | 55.3 |
| 266 | — | VANGUARD INDEX FUNDS SMALL CAP | $8,381 | 0.0% | +0% | — |
| 267 |  $ASML | ASML HOLDING NV | $7,924 | 0.0% | +0% | — |
| 268 |  $PYPL | PayPal Holdings, Inc. | $7,235 | 0.0% | +0% | 70.5 |
| 269 |  $CNP | CENTERPOINT ENERGY INC | $6,343 | 0.0% | NEW | 55.9 |
| 270 |  $UL | UNILEVER PLC | $6,323 | 0.0% | +0% | — |
| 271 |  $INTC | INTEL CORP | $6,134 | 0.0% | +0% | 41.5 |
| 272 |  $SYY | SYSCO CORP | $6,063 | 0.0% | +0% | 58.4 |
| 273 |  $PCAR | PACCAR INC | $6,006 | 0.0% | +0% | 56.5 |
| 274 |  $CCI | CROWN CASTLE INC. | $5,854 | 0.0% | +0% | 52.9 |
| 275 |  $CSL | CARLISLE COMPANIES INC | $5,337 | 0.0% | +0% | 65 |
| 276 |  $ULTA | Ulta Beauty, Inc. | $5,227 | 0.0% | NEW | 66.6 |
| 277 |  $XYL | Xylem Inc. | $5,018 | 0.0% | +0% | 65.6 |
| 278 |  $VRTX | VERTEX PHARMACEUTICALS INC / MA | $4,911 | 0.0% | +0% | 76.6 |
| 279 |  $LH | LABCORP HOLDINGS INC. | $4,802 | 0.0% | +0% | 54.8 |
| 280 |  $BKR | Baker Hughes Co | $4,759 | 0.0% | +0% | 63.4 |
| 281 |  $HEI | HEICO CORP | $4,661 | 0.0% | +0% | 79.2 |
| 282 |  $ANET | Arista Networks, Inc. | $4,542 | 0.0% | +0% | 86 |
| 283 |  $BRO | BROWN & BROWN, INC. | $4,433 | 0.0% | +0% | 75.1 |
| 284 |  $WHR | WHIRLPOOL CORP /DE/ | $4,313 | 0.0% | +0% | 40.6 |
| 285 |  $TDY | TELEDYNE TECHNOLOGIES INC | $4,235 | 0.0% | +0% | 70.2 |
| 286 |  $TEL | TE Connectivity plc | $4,180 | 0.0% | +0% | — |
| 287 |  $WRB | BERKLEY W R CORP | $3,976 | 0.0% | +0% | 71.8 |
| 288 |  $KEYS | Keysight Technologies, Inc. | $3,953 | 0.0% | +0% | 72.3 |
| 289 |  $CDW | CDW Corp | $3,872 | 0.0% | +0% | 61.6 |
| 290 |  $FWONA | Liberty Media Corp | $3,825 | 0.0% | +0% | 51 |
| 291 |  $VLTO | Veralto Corp | $3,802 | 0.0% | +0% | 74.4 |
| 292 |  $O | REALTY INCOME CORP | $3,731 | 0.0% | +0% | 74.6 |
| 293 |  $NOW | ServiceNow, Inc. | $3,659 | 0.0% | -97% | 76 |
| 294 |  $CDNS | CADENCE DESIGN SYSTEMS INC | $3,612 | 0.0% | +0% | 74.4 |
| 295 |  $CPRT | COPART INC | $3,452 | 0.0% | +0% | 74.9 |
| 296 |  $DPZ | DOMINOS PIZZA INC | $3,229 | 0.0% | +0% | 69.8 |
| 297 |  $ALC | ALCON INC | $3,014 | 0.0% | +0% | — |
| 298 |  $VFC | V F CORP | $2,971 | 0.0% | +0% | 59.7 |
| 299 |  $AZN | ASTRAZENECA PLC | $2,958 | 0.0% | -50% | — |
| 300 |  $THO | THOR INDUSTRIES INC | $2,875 | 0.0% | +0% | 52.7 |
| 301 |  $BAM | Brookfield Asset Management Ltd. | $2,755 | 0.0% | +0% | — |
| 302 |  $EXPD | EXPEDITORS INTERNATIONAL OF WASHINGTON INC | $2,578 | 0.0% | +0% | 71.2 |
| 303 |  $CTSH | COGNIZANT TECHNOLOGY SOLUTIONS CORP | $2,454 | 0.0% | +0% | 67.3 |
| 304 |  $SLB | SLB LIMITED/NV | $2,414 | 0.0% | +0% | 63.2 |
| 305 |  $ABNB | Airbnb, Inc. | $2,399 | 0.0% | +0% | 70.1 |
| 306 |  $ABG | ASBURY AUTOMOTIVE GROUP INC | $2,344 | 0.0% | +0% | 63.7 |
| 307 |  $LBRDA | Liberty Broadband Corp | $2,263 | 0.0% | +0% | 59.4 |
| 308 |  $LAD | LITHIA MOTORS INC | $2,247 | 0.0% | +0% | 59.1 |
| 309 |  $MC | Moelis & Co | $2,223 | 0.0% | +0% | — |
| 310 |  $KHC | Kraft Heinz Co | $2,202 | 0.0% | +0% | 42.5 |
| 311 |  $BA | BOEING CO | $1,990 | 0.0% | NEW | 51.8 |
| 312 | — | FLEXSHARES 3 YEAR DURATION TIPS ETF | $1,962 | 0.0% | +0% | — |
| 313 |  $VSNT | Versant Media Group, Inc. | $1,887 | 0.0% | NEW | — |
| 314 |  $KNSL | Kinsale Capital Group, Inc. | $1,708 | 0.0% | +0% | 79.6 |
| 315 |  $CFR | CULLEN/FROST BANKERS, INC. | $1,644 | 0.0% | +0% | 66.5 |
| 316 |  $BF-A | BROWN FORMAN CORP | $1,638 | 0.0% | +0% | 65.1 |
| 317 |  $SOLV | Solventum Corp | $1,632 | 0.0% | +0% | 55.7 |
| 318 |  $Q | Qnity Electronics, Inc. | $1,153 | 0.0% | +0% | — |
| 319 |  $MICC | Magnum Ice Cream Co N.V. | $373 | 0.0% | +0% | — |
| 320 |  $AMTM | Amentum Holdings, Inc. | $52 | 0.0% | +0% | 55.6 |
New Positions (8)
Exited Positions (9)
ISHARES TRUST FLOATING RATE BOND ETF - ETF - SHORT
ISHS RUSSELL 3000 INDEX - ETF - LARGE CAP
$BR BROADRIDGE FINANCIAL SOLUTIONS, INC.
$PAYC Paycom Software, Inc.
$IBIT iShares Bitcoin Trust ETF
$SOLS Solstice Advanced Materials Inc.
$AON Aon plc FLEXSHARES MSTAR GLBL UPSTRM NAT RES IDX - ETF - ALTERNATIVE
$J JACOBS SOLUTIONS INC.Browse Top Institutional Investors
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